2026-01-18 18:37:51

An interesting perspective is circulating: Tesla's true valuation logic is actually viewing it as an autonomous driving platform. Once robotaxi services become widespread, vehicle sales will shift from a one-time transaction to a continuous stream of software subscription revenue. Imagine that model—close to 70% profit margins. This completely changes the perception of the company.

Even more radical discussions are happening around SpaceX. If the space industry is considered an untapped frontier, a trillion-dollar IPO valuation doesn't seem exaggerated. After all, from commercial space to satellite internet, the potential is indeed there. The key question is, how will the market price these new narratives?

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
7
Repost
Share

Comment

0/400

MidsommarWallet

· 3h ago

A 70% profit margin sounds outrageous but also seems really possible—just not sure when we'll see that day.

View OriginalReply0

ETHmaxi_NoFilter

· 3h ago

70% profit margin? Sounds great, but when robotaxi will actually be implemented is still a mystery. SpaceX is reliable; Starlink is already making money, Elon is good at storytelling. Subscription models sound good, but Tesla needs to prove that autonomous driving can really work. Trillion-dollar valuation? Wake up, we still need FSD to truly mature, not just YOLOing. I've heard this narrative countless times; the key is execution—just talking about stories, the crypto world is already doing it.

View OriginalReply0

ApyWhisperer

· 3h ago

Robot taxi with a 70% profit margin? Sounds great, but I'm afraid it will remain in the PPT stage forever. I believe in SpaceX's trillion-dollar valuation, but this kind of pricing is way too ahead of its time. The key is that FSD must truly be implemented; otherwise, it's all just castles in the air.

View OriginalReply0

SelfSovereignSteve

· 3h ago

Bro, hearing about a 70% profit margin sounds great, but has it actually been implemented? --- I'm tired of Musk's narrative; every time it's about changing the world in the next decade. --- If robotaxi really takes off, Tesla will be invincible. The question is, when will "really take off" happen? --- That trillion-dollar valuation for SpaceX... Well, daring to dream is one thing, but it’s tough for latecomers. --- Software subscriptions sound very attractive, but will regulations allow them to succeed? It’s a bit uncertain. --- Remember the hype in 2017? And what happened? The story always gets fulfilled the next year. --- If robotaxi becomes truly widespread, the entire transportation industry will need a complete overhaul. That would be crazy. --- Having potential isn’t enough; it also depends on whether it can be commercially implemented. Tesla and SpaceX are both betting on that. --- High profit margins don’t matter much; I just don’t trust the autonomous driving system.

View OriginalReply0

RugPullAlertBot

· 3h ago

I'm not really convinced about the 70% profit margin. Let's wait until robo taxis are actually running before discussing it. That SpaceX valuation of a trillion dollars is indeed a bit outrageous, but who knows... Elon Musk's stories are definitely impressive.

View OriginalReply0

DegenGambler

· 3h ago

Wow, 70% profit margin? If that really materializes, I’d sell my house and go all-in right now. --- Robotaxi popularization? Dream on, the technical difficulty is right there. --- Spacex going public with a trillion-dollar valuation? Laughable. That’s just capital making up stories. --- Software subscription revenue sounds great, but the key question is: will consumers pay for this package? --- Starting to talk about narrative-based pricing again. Anyway, retail investors are just the bagholders. --- I see the robotaxi thing as uncertain. Even Tesla FSD is like that. --- A trillion-dollar IPO? First, stabilize the existing business before bragging. --- I just want to ask, when will robotaxi hit the road? Isn’t it supposed to be soon? --- This logic sounds pretty good, but can they really make that kind of money? It’s a bit uncertain. --- Subscription models do make money, but only if people are willing to renew.

View OriginalReply0

BearMarketSage

· 3h ago

Bro, I'm already tired of this logic. Can the software subscription pitch make Tesla's stock price multiply several times? First, get autonomous driving out and then talk big.

View OriginalReply0